Learn how Creative Planning can serve your wealth management needs.

#1 Ranking

Ranked the #1 Wealth Management Firm in America by Barron’s (2017)*

*Please see important disclosure information

$90 Billion

Assets Managed by Creative Planning as of 6/30/21

50 States and Abroad

Serving You Where You Live

Services Tailored to Professionals’ Pain Points

Taxes

Estate Planning & Personal Risk

Investments

We are on your team, every step of the way, from the first time you step on the stage or spotlight to the last, and far beyond.

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#1 Wealth Management Firm in America

(2014-2015)*

Named to Top RIA list in America
(2012-2020)*

Rated as the No. 1 Wealth Manager
(2020)*

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We look forward to hearing from you.

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